Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Large Cap Value Index Fund Mutual Fund N/A in their Schedule of Assets, totaling $2.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEOGEN CORPORATION NEOGEN 401(K) RETIREMENT SAVINGS PLAN | LANSING MI | 1,716 | $108.1M | $970K |
| 2 | FOSBER AMERICA, INC. FOSBER SAVINGS & RETIREMENT PLAN | GREEN BAY WI | 192 | $34.6M | $536K |
| 3 | CARRIER ACCESS INC. CARRIER ACCESS 401(K) PLAN |
CLIVE IA |
| 66 |
| $6.4M |
| $328K |
| 4 | DELTA DEFENSE, LLC DELTA DEFENSE, LLC 401(K) PLAN | WEST BEND WI | 626 | $28.6M | $234K |
| 5 | PREMIER COMMUNITY BANK PREMIER COMMUNITY BANK RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | MARION WI | 117 | $10.9M | $29K |